What are the responsibilities and job description for the Senior Tax Associate position at Engage Search Partners, LLC?
Tax Manager – Trusts
Location : Hybrid (Remote & In-Office)
Experience : 5-7 Years
Education : BA / BS in Accounting (CPA or MST a plus)
About the Role :
We are seeking an experienced Tax Manager – Trusts to join our dynamic team. This role is ideal for a seasoned tax professional with a strong background in trust taxation and estate planning for high-net-worth individuals . You will oversee complex trust tax returns , review staff-prepared returns , and manage client relationships . This is a hybrid role , offering a balance of remote and in-office work.
Key Responsibilities :
- Review and manage trust tax returns prepared by staff, ensuring compliance with federal and state tax laws.
- Own complex client accounts , providing high-level tax planning and advisory services.
- Advise high-net-worth clients on estate and trust taxation strategies, collaborating with attorneys and financial advisors.
- Mentor and train tax staff , reviewing their work and providing guidance on complex tax issues.
- Stay current on tax laws and regulations affecting trusts and estates, ensuring best practices in tax planning.
- Assist with tax research and planning related to trust structures, charitable giving, and estate planning strategies.
- Participate in client meetings , offering insights and tax solutions tailored to their needs.
Qualifications :
Why Join Us?
If you are a detail-oriented and client-focused tax professional with a passion for trust taxation and estate planning, we encourage you to apply!
Salary : $125,000 - $145,000
